Clients, assets & addresses
Guides on managing client profiles, assets, contacts, etc.
12 articles
What is a client?What clients are in Vantage and how they connect to everything else in your workspace.
Creating a clientHow to add a new client to your workspace and fill in the key details.
Adding an address to a clientHow to link an address to a client so it carries over to new opportunities, projects, and events.
Working with addressesHow to create and reuse locations across clients, projects, events, and assets.
Creating and managing addressesHow to create addresses, use the Addresses page, and manage address records in Vantage.
Assets explained: fixed vs movingThe difference between fixed assets and moving assets, and when to use each type.
Creating an assetHow to create a fixed or moving asset for a client in Vantage.
How assets and addresses work togetherHow fixed assets and addresses connect, and what happens when you change or remove one.
Adding access instructions to an assetHow to add access instructions, phone, and other site details that field teams need.
Linking events to assetsHow to select a fixed or moving asset on an event and how address details carry over.
Archiving a client or assetHow to archive and restore clients and assets, and what happens to linked projects, events, and contacts.
Understanding custom types for assetsHow to use custom asset types to organize different kinds of locations and vehicles in your workspace.